According to Lookonchain monitoring, today US Bitcoin ETFs recorded a net inflow of 208 BTC, with a 7-day net outflow of 14,117 BTC; Ethereum ETFs recorded a net inflow of 16,825 ETH, with a 7-day net outflow of 177,044 ETH.

Odaily reports: 21shares has released a digital asset allocation analysis report, examining the allocation value of Bitcoin, Ethereum, and Solana within traditional investment portfolios. Data shows that from October 2023 to September 2026, Bitcoin's three-year correlations with U.S. equities, real estate, and gold were 38%, 11%, and 4% respectively—lower than the correlations among many traditional asset classes—demonstrating certain portfolio diversification value.

Additionally, Bitcoin's volatility has declined, with its annualized volatility over the 12 months preceding September 30, 2026 standing at 44%, lower than Tesla's 46% and Palantir's 59%. Regarding portfolio allocation, 21shares conducted backtesting on data from October 2023 to September 2026 and found that allocating 2% to 5% of digital assets within a traditional 60/40 stock-bond portfolio helps improve risk-adjusted returns. Bitcoin, Ethereum, and Solana play different roles in a portfolio, focusing respectively on alternative asset allocation, technology growth assets, and high-risk growth-oriented allocation.

According to Odaily monitoring, the Global Cybersecurity Alliance (GCSA) has released three independent technical investigation reports, disclosing multiple recent digital asset security risks. Attackers impersonated security@ku.com to trick users into downloading remote control programs. GCSA found that the relevant domain had not previously been configured with DMARC; after notification, KuCoin has completed remediation and enabled a DMARC quarantine policy. After the original version of the MCP toolkit referenced in Bitkub's official documentation was taken down, a third party re-registered the npm package name. Installation methods without pinned versions and the risk of plaintext keys may lead to credential leakage. There is currently no evidence of actual theft, and Bitkub has not yet responded to the notification. Within the Avalanche ecosystem, the TranchePool vault was attacked due to a flaw in its cross-day settlement logic. The attacker exploited flash loans and repeated withdrawals to transfer out approximately 1.0134 million USDC within 202 seconds. This incident is an upper-layer application vulnerability, and the underlying network was not affected. GCSA stated that it has reported the leads to the relevant platforms and published the original analysis and evidence for industry reference.

According to Lookonchain monitoring, a wallet suspected to be linked to hackers (0xd175...CEC5), dormant for over 3 years, spent 4.16 million DAI to buy 1,734.1 ETH and deposited it into Tornado Cash.

According to Gate data, WTI crude oil climbed to $90/barrel, up 2.24% on the day. Brent crude oil rose over 2.8%.

Odaily Report: Ahead of the U.S. stock market open, the key market and financial news investors should watch is as follows:

1. U.S. three major stock index futures traded mixed. Dow Jones futures rose 0.73%, S&P 500 futures rose 0.10%, and Nasdaq 100 futures fell 0.88%.

2. International oil prices rose across the board. WTI crude oil futures rose 1.37% to $89.324 per barrel; Brent crude oil futures rose 2.15% to $96.659 per barrel.

3. International spot gold and silver both rose. Spot gold rose 1.47% to $4,119.64 per ounce; spot silver rose 0.67% to $52.55 per ounce.

4. Europe's three major stock indices all advanced. The UK's FTSE 100 rose 0.77%, France's CAC40 rose 0.96%, and Germany's DAX30 rose 0.65%.

5. Apple plans to cut its internal AI usage budget, lowering the daily spending cap for some engineers using AI models from $300 to $200 in order to control expenses.

6. Microsoft failed to reach a potential new deal worth tens of billions of dollars with UK AI startup Nscale. Microsoft refused to more than double the scale of its existing data center computing power leasing contract.

7. Goldman Sachs noted that the outcome of this U.S. midterm election may accelerate tech companies' capital expenditure through 2027 rather than suppress capital investment.

8. OpenAI reaffirmed that it will bear all costs generated by powering its data centers. For data centers it owns and operates, it will seek input from local communities and publicly disclose construction plans.

9. Optical communications leader Lumentum will release Q3 results after the bell tonight. The market consensus expects revenue of $1.248 billion, up about 138% year over year; adjusted earnings per share of $4.19, up about 307% year over year.

10. The U.S. Republican Party's midterm election setback may instead relieve a layer of political pressure on Fed Chair Warsh, allowing him to reduce interference from political factors and focus more on curbing inflation.

11. Challenger data showed that U.S. companies announced 43,994 job cuts in October, down 71% year over year, the lowest for the same period in three years.

Odaily Report: Samsung Wallet has rolled out stablecoin accounts for eligible Galaxy users in the United States, supporting the buying, holding, sending, and receiving of USDC on the Solana blockchain, covering approximately 82 million compatible devices. The service requires no separate crypto app download or private key management, and is not currently available to New York State residents.

The service was built by stablecoin custody and infrastructure provider Bastion in partnership with Coinbase, with Coinbase providing sub-custody of USDC to Bastion through Coinbase Prime Vault. Samsung notes that the accounts are crypto wallets, not bank accounts.

Transfers to other U.S. Samsung Wallet users and compatible external wallets incur no transfer fee charged by Samsung, though other providers may charge fees; remittances to eligible bank accounts in more than 60 countries and regions are subject to fees that vary by destination. Credit card top-ups incur a 4% fee, and withdrawals to bank accounts or via debit card also carry fees.

Odaily reports: Keel Infrastructure, formerly known as Bitfarms, sold 2,520 BTC in the third quarter, cashing out approximately $192 million and effectively emptying its Bitcoin reserves. The company said that as its business strategy shifts toward AI data center infrastructure, it plans to sell Bitcoin mined daily going forward rather than holding it as a long-term reserve asset.

Odaily Report: Crypto analyst Darkfost posted that on November 4, a total of 418.5 million XRP flowed out of Binance, worth approximately $540 million at the price at the time, surpassing the 315 million on October 29 (the day Binance's $6.3 billion hack incident occurred), setting the largest single-day outflow record in nearly 9 months.

This large outflow occurred as XRP rebounded above $1.30 after a 27% pullback from its late-September high. Darkfost noted that a large amount of XRP leaving exchanges is typically seen as a signal of investors accumulating positions, and it also reduces the supply of tokens immediately available for sale on the market. However, this does not necessarily mean prices will rise—some of the outflow may also stem from internal fund reallocations within the exchange, and it remains to be seen whether this trend can sustain.

Odaily reports: According to Bubblemaps monitoring, Bubblemaps recently investigated four crypto KOLs and stated that their wallet activity does not fully align with their public narratives, with the conclusions based on its own analysis and estimates. Regarding Kimchi, who launched in partnership with Pump.Fun, there had been rumors in the community that he made approximately $40 million through TRUMP; Bubblemaps estimated, based on his public airdrop wallets and associated clusters, that the related profits were approximately $6 million, and questioned why he concealed the association. Bubblemaps stated that multiple meme coins promoted by Solstice exhibited bundling characteristics: dozens of new wallets bought in during the same period, each holding approximately 0.5% to 1% of the token supply, and the public wallets could be traced back to the token deployer. After analyzing approximately 534 posts by Anglio in October, Bubblemaps stated that his associated wallets bought in an average of about 20 seconds before roughly 61% of his calls and sold quickly afterward, with estimated profits of approximately $130,000; Anglio himself has admitted to using such tactics. Bubblemaps also stated that 0xEthan often sells within about three minutes after making a call, with his public wallet and hidden side wallets buying in during the same period, and the related profit estimate is approximately $125,000.

Odaily: Anthony Scaramucci, founder of SkyBridge Capital, said that Trump's crypto business and meme coin issuance caused the CLARITY Act to lose Democratic support, undermining the bill's bipartisan momentum. He said that the meme coins in question were launched before Trump took office in January 2025 and were one of the reasons the bill stalled.

Scaramucci also noted that lawmakers and the White House are at odds over ethics restrictions: lawmakers want to tighten limits on government officials' crypto asset interests, while the White House is unwilling to sign on to such provisions. He said both sides should bear responsibility for the failure to move negotiations forward.

The U.S. Senate failed to advance the CLARITY Act on September 15, with the procedural motion receiving 49 votes in favor and 50 against, short of the 60 votes required. The bill aims to establish a federal regulatory framework for digital assets.

According to Coinglass data, $43.12 million was liquidated across the network in the past hour, including $42.17 million in long positions and $940,000 in short positions. Bitcoin liquidations amounted to $14.31 million, and ETH liquidations reached $12.14 million.

According to Lookonchain monitoring, the Ledger hacker address transferred another 885 ETH, worth approximately $2.14 million, to the mixing protocol Tornado Cash about 2 hours ago. This move may further increase the difficulty of tracking the related funds.

Odaily reports: Canadian man Ryan James Roach has been extradited from Canada to the United States for allegedly breaching university computers, stealing login credentials, and secretly mining cryptocurrency. Prosecutors allege that Ryan James Roach and Mathiew James Stubbings carried out attacks between June 2016 and December 2019 against educational institutions in multiple U.S. states that operated supercomputers.

The indictment alleges the two used malware to steal credentials and direct the compromised computers to mine crypto. The affected institutions are located in New York, Tennessee, North Carolina, and Massachusetts. Ryan James Roach was extradited on October 28; extradition proceedings for Mathiew James Stubbings are still ongoing in Canada. The charges carry a maximum penalty of 10 years in prison and a fine of $250,000.